Bank of America and Barclays update their "china fever" strategy: major events happening now! Global risk appetite is on the rise.
①China's current stimulus policy has increasingly become the mainstream attitude of Wall Street analysts, and overseas investors are also showing concerns about 'missing out' while waiting and seeing; ②Even after the significant rise this week, Chinese assets still remain very attractive in terms of valuation; ③In addition to stocks, analysts are also paying attention to the generalized effect of 'China bullish'.
US stock market outlook | As expected! USA's core PCE in August rose by 2.7% year-on-year, short-term pull-up of the three major index futures; Making a fortune! Well-known major short sellers bet on Chinese concept stocks to usher in a glorious moment
Before the market opened on Friday, the three major equity index futures fell slightly, with the market waiting for PCE data; tesla's 0-interest car purchase event was postponed again; jd.com continued to rise by over 2% before the market, Alibaba and jd.com will open up to each other.
Daily Options Recap | Chinese index continues to soar! KWEB call option hits nearly a hundredfold profit; AI wave ignites storage demand, micron technology trading is hot.
Under investigation by the US Department of Justice! Super Micro Computer fell more than 12% the previous trading day, put options surged to 52.6%, options volume increased significantly by 3.7 times to 0.617 million contracts compared to last night; on the options chain, the highest trading volume belongs to put options with a strike price of $400 expiring today, reaching 0.028 million contracts.
Express News | Ishares MSCI China ETF up 0.8%, Kraneshares CSI China Internet ETF up 2.8%, ishares China Large-Cap ETF up 1.1%
Express News | NIO up 5.5%, PDD Holdings up 3.8%, Gaotu Techedu up 8.3%, Bilibili up 3.7%
Express News | U.S.-Listed Shares of Chinese Firms Rise Premarket on New China Stimulus